Select Unrestricted if you do not want to enforce accounting restrictions regarding how the fund is used.

Select Restricted if you want the fund to be used for a specific purpose/program.

Select Temporarily Restricted if you want the fund to be used in accordance with your organization’s accounting guidelines (i.e., your organization may have guidelines regarding how and when to use the fund).

In the Type field, select the Fund Type to which you want to associate this fund. Note: You must have already created Fund Types, and the Fund Type must have been set to Active in order to appear in the list.

For Start Date and End Date, click the Calendar icon to specify when the fund will be available for use/selection. This is primarily beneficial for your CMS Web sites or event pages

Enter the Goal, which will be the amount of money (in U.S. dollars) you plan to collect (raise) from donors that will be specifically used for this fund.